Salesforce Reporting: Most-used fields#
The table below gives information about most-used fields that you can import from Salesforce Reporting. Other fields might also be available in Adverity.
The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.
Account Currency Dimension
The default currency for currency amount fields in the account, if multi-currency is enabled.
Account Description Dimension
A textual description providing details about the Account.
Account ID Dimension
The unique identifier for the account record.
Account Name Dimension
The identifying name of the account.
Account Name: Account Name Dimension
The name of the related Account record, obtained through a lookup relationship. This field is commonly displayed in reports to provide context for associated records and is available via the Salesforce Reports and Dashboards REST API or SOQL API.
Account Name: Created Date Dimension
The date and time when the related Account record was created. This system field is retrieved through a lookup relationship and is available in reports via the Salesforce Reports and Dashboards REST API or SOQL API.
Account Number Dimension
An alphanumeric identifier assigned to the account.
Account Owner Dimension
The full name of the Salesforce user designated as the owner of the related Account.
Account Record Type Dimension
The record type assigned to the account, which can define different page layouts and picklist values.
Account Site Dimension
A field used to identify a specific location or division within an Account.
Account: Assistant Dimension
The name of the assistant associated with a key contact or executive within the Account.
Activity ID Dimension
The unique identifier for an activity record (Task or Event).
Activity Type Dimension
The type of activity, such as 'Call', 'Email', or 'Meeting'.
Age Dimension
The number of days since the opportunity was created or entered its current stage.
Amount Dimension
The monetary value associated with a sales opportunity or transaction. This is a key financial metric on Opportunity records, accessible through reports and SOQL queries.
Application: Created Date Dimension
The date and time when the Application record was initially created in Salesforce. This is an audit field automatically populated by the system.
Assigned Dimension
A boolean indicator specifying if an activity or record has been assigned to a user.
Assigned Role Dimension
The role of the user to whom an activity or record is assigned.
Assigned Role Display Dimension
The display name for the role of the user to whom an activity or record is assigned.
Campaign Name Dimension
The name of the marketing campaign. This field is commonly used in reports to identify specific campaigns and can be accessed via the Salesforce Reports and Dashboards REST API or SOQL API.
Close Date Dimension
The date when the sales opportunity is expected or actually closed.
Close Month Dimension
The calendar month in which the opportunity is expected to close, derived from the Expected Close Date.
Closed Dimension
A boolean indicator specifying if a record, such as an Opportunity or Case, has been closed.
Completed Date/Time Dimension
The date and time when an activity (Task or Event) was completed.
Contact ID Dimension
The unique identifier for a Contact record.
Contact/Lead Source Dimension
The origin or source from which a Contact or Lead was acquired.
Contact: Title Dimension
The job title of the contact.
Create Date Dimension
The date and time when the record was initially created.
Created Alias Dimension
The alias or name of the user who created the record or asset.
Created By Dimension
The full name of the Salesforce user who originally created the record.
Created Date Dimension
The date and time when the record was created.
Date Dimension
A generic date field used in reports, often representing a significant timestamp such as creation date, last modification date, or a specific activity date, and commonly used for filtering report data.
Description Dimension
A free-text field for detailed notes or additional information about the record.
Email Dimension
The email address for a record, commonly found on Contact, Lead, User, or Person Account records, used for communication.
Email Activity Name Dimension
The name or subject of an email message in Salesforce, representing an email activity. This corresponds to the 'Name' field on the EmailMessage object.
Event Subtype Dimension
A classification or sub-category for an Event record, often used to further define the nature of the event.
Expected Close Date Dimension
The date when an opportunity is expected to close.
Fiscal Period Dimension
The fiscal period (e.g., Quarter 1, Half 2) associated with the record's date, as defined by the organization's fiscal year settings.
Fiscal Year Metric
The fiscal year associated with the record's date, as defined by the organization's fiscal year settings.
Forecast Category Dimension
The category that an opportunity's stage falls into for sales forecasting (e.g., Pipeline, Best Case, Commit, Closed).
Has Products Dimension
Indicates whether products are associated with the opportunity.
Last Activity Dimension
The date of the most recent activity (e.g., task, event) associated with the record.
Last Modified Dimension
The date and time when the record was last modified.
Last Modified Alias Dimension
The alias of the Salesforce User who last modified the record.
Last Modified By Dimension
The user who last made changes to a record. This helps in auditing and tracking modifications.
Last Modified Date Dimension
The date and time when the record was last modified.
Last Stage Change Date Dimension
The date when the opportunity's sales stage was most recently updated.
Lead Source Dimension
The marketing or sales channel from which a Lead was generated, such as 'Web', 'Referral', or 'Trade Show'.
Lead Status Dimension
The current stage or status of a Lead in the sales process, such as 'New', 'Working', or 'Qualified'.
Location Dimension
The physical location associated with an activity or record.
Mailing State/Province Dimension
The state or province component of a mailing address for a Contact, Lead, or Account.
Monthly Schedule ID Dimension
The unique identifier for a specific Monthly Schedule record. This is an automatically generated 18-character alphanumeric ID.
Monthly Schedule: ID Dimension
The unique identifier for a specific Monthly Schedule record. This is an automatically generated 18-character alphanumeric ID.
Next Step Dimension
A description of the next planned action or step to advance the opportunity.
Opened Date Dimension
The date when a record, such as a Case or an Email activity, was opened.
Opportunity Currency Dimension
The currency code (e.g., USD, EUR) specifically used for monetary values on the Opportunity record.
Opportunity ID Dimension
The unique identifier for an Opportunity record.
Opportunity Lead Source Dimension
The marketing or sales channel from which the Lead that generated this Opportunity was sourced.
Opportunity Name Dimension
The identifying name of the sales opportunity.
Opportunity Owner Email Dimension
The email address of the Salesforce user who is the owner of the opportunity.
Opportunity Quantity Dimension
The total quantity of products or services included in the opportunity.
Opportunity Record Type Dimension
The categorization of an Opportunity record, allowing different business processes, page layouts, and picklist values (such as different opportunity stages) for various types of sales transactions.
Owner: Full Name Dimension
The combined first and last name of the Salesforce user or queue who owns the record. This field represents the full name of the assigned owner.
Parent Account ID Dimension
The unique identifier (ID) of the parent account in an account hierarchy. This field establishes a hierarchical relationship between accounts, linking a child account to its superior or parent account. For example, it can link a branch office to its corporate headquarters.
Person Account: Birthdate Dimension
The birthdate of the person for a Person Account.
Person Account: Email Dimension
The email address of the person for a Person Account.
Person Account: First Name Dimension
The first name of the person for a Person Account.
Person Account: Last Name Dimension
The last name of the person for a Person Account.
Primary Partner Dimension
Represents the primary partner associated with a record, such as a company, organization, or individual involved in a key business relationship.
Private Dimension
Indicates if the record is marked as private, affecting its visibility to other users.
Probability (%) Metric
The percentage indicating the likelihood of the opportunity successfully closing.
Project Name Dimension
The name of a Project record.
Project Product: Project Product Number Dimension
This field stores the unique identifier, such as a product code or SKU, for a product that is associated with a specific project. This number helps in tracking and managing products within project contexts.
Push Count Metric
This field indicates the number of times an Opportunity's Close Date has been moved to a later calendar month. The count increments by one each time the Close Date is edited and saved into a future month, regardless of how many months it is advanced in a single edit. It does not increment for changes within the same calendar month or for moving the date earlier.
Sell Line: ID Dimension
A unique identifier for a line item representing a product or service being sold. This often corresponds to a 'Quote Line' in Salesforce CPQ or an 'Order Item' in Salesforce Order Management.
Sent Email ID Dimension
The unique identifier for an email message sent from or received within Salesforce. This ID is associated with the EmailMessage object, which represents an email record.
Sent Email: Created Date Dimension
The date and time when the sent email activity record was created.
Sent Email: ID Dimension
The unique identifier for a sent email activity record.
Sent Email: Owner Name Dimension
The full name of the Salesforce User who sent the email.
Sent Email: Owner Role Dimension
The role of the Salesforce User who sent the email.
Stage Dimension
The current stage in the lifecycle of a record, such as a sales opportunity or case.
Stage Duration Dimension
The amount of time a record has spent in its current or a specific stage within a workflow process.
Stage History: Created Date Dimension
The date and time when a specific Stage History record was created, indicating when a stage change or event occurred. This is an audit field automatically populated by the system.
Stage History: Stage History Name Dimension
The name of a specific stage in the history of a record's progression, such as an Opportunity Stage. This field captures the name of each stage as it was recorded over time.
Status Dimension
The current status of a record, such as a Lead, Task, or Case.
Subject Dimension
A brief summary or topic for an activity (Task, Event, Email) or other record.
Task Subtype Dimension
Categorizes the nature of a task, such as a Call, Email, or List Email, to help with task organization and search refinement.
Task/Event Record Type Dimension
The name of the record type assigned to a Task or Event, helping to categorize activities.
Title Dimension
The professional job title of an individual, such as a Contact, Lead, or User.
Type Dimension
This field specifies the format or category of the email template. Common types include 'Text' for plain text, 'HTML' for templates using a Classic Letterhead, or 'Custom' for custom HTML templates without a letterhead.
Won Dimension
A boolean indicator specifying if an Opportunity has been successfully closed and won.